May 21, 2020 |
2 Minute Read
Going through a divorce can be difficult, no matter the reason, because it represents loss. Not just the loss of a relationship, but also the loss of shared dreams and commitments. The process can turn your world ―and the world of everyone involved― upside down, but there are ways to help you chart a new course for your life. Understand that your feelings are normal. You may feel sad, angry, frustrated, or exhausted. Maybe, you are anxious about the future. Whether or not this is a new situation for you, these feelings may be intense. Accept that they are normal, and will…Read More
Mar 16, 2020 |
7 Minute Read
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer's retirement plan? As you consider your options, keep in mind that one of the greatest advantages of a 401(k) plan is that it allows you to save for retirement on a tax-deferred basis. When changing jobs, it's essential to consider the continued tax-deferral of these retirement funds, and, if possible, to avoid current taxes and penalties…Read More
Mar 11, 2020 |
2 Minute Read
What Financial Advice Would You Give Your Younger Self? There are 4 lessons that we could have all benefited from hearing. We hit the streets of downtown Harrisonburg, Virginia to see what advice Baby Boomers wish they could have heard when they were younger and what they would do differently with their money. Start saving early Pay yourself first Save as much as you can Avoid using credit cards To find out more tips on what financial advice people wish they knew when they were younger, watch the video below! 1. Start Saving Early Out of all of the advice received, this piece of advice…Read More
Apr 13, 2019 |
2 Minute Read
For immediate release Contact: Shelby Lopez 703-879-7910 firstname.lastname@example.org Dan Uribe Recognized as a Top Financial Advisor by LPL Financial Fairfax, Virginia – March 15, 2019 – Daniel Uribe, an independent financial advisor affiliated with LPL Financial at Good Wealth Management in Fairfax, VA and Harrisonburg, VA, announced today his inclusion in LPL’s Patriot’s Club. This premier award is presented to less than 8% of the firm's more than 16,000 LPL financial advisors nationwide. “I congratulate Dan on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud his dedication to clients and his ability to nurture trusted relationships with…Read More
Feb 24, 2019 |
0 Minute Read
What’s YOUR speed limit? - Does your portfolio fit you? Your risk number is like a speed limit. While you may feel comfortable driving 65 MPH under normal conditions, other drivers wouldn’t dare to reach 50 MPH. And when the weather changes, you drive slower. Just as weather conditions fluctuate, so do the markets. So what’s YOUR speed limit? Let’s find out in 3 easy steps! Your risk number will indicate to you what your “comfort zone” really is as a driver (or investor). You may find that you are driving over your personal speed limit, or that you should slightly increase the…Read More
Oct 13, 2018 |
2 Minute Read
Many baby boomers find that their aging parents need health care assistance. Luckily, there are options to help parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the cost of their care.Read More
Caring for Aging Parents | Sandwich Generation | Financial Planning | Good Wealth Management Healthy seniors who can look after themselves generally are eligible to enter a continuing-care retirement community that allows them to buy or rent an apartment and ensures lifetime nursing care when necessary. Another option is private long-term care insurance, which can help cover nursing…
Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.